Enterprise Strategic Alignment – Finance Digital Products
Key Stakeholders

Chief Digital and Data Officer


To meet market demand and address competitive landscape, a global financial services firm developed a digital transformation strategy to generate $500M in net new revenue across multiple lines of businesses and existing product portfolios.


The digital transformation strategy required interlock between multiple lines of business and their ability to execute against strategic objectives across varying operating environments, reporting structures, financial systems, and leadership priorities.

Our Solution

Leveraging Organizational Design, Finance Transformation, and Change Management practice areas, the following was activated.

  • Develop operating model to increase transparency and promote collaboration across the varying lines of business
  • Develop resource plans, financial tools, and monitoring templates to track progress and outcomes of activities
  • Develop and implement governance structures to promote leadership support and buy-in
Outcomes / Tangible Benefits

Execution Plans: Phased implementation plans that were rooted in each line of business’ operating environment

Financial Models: Dynamic models that allowed for scenario planning and adjustable based on shifting priorities

Operating / Governance Model: Implemented and facilitated PMO structures and steering committee meetings for consistent reporting and tracking of activities